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Weld Capital Management’s BOK Financial BOKF Stock Holding History

Weld Capital Management’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-19,936
Closed -$1.58M – 621
2019
Q3 		$1.58M Buy
+19,936
New +$1.56M 0.29% 77

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Weld Capital Management's BOKF Position: Q4 2019 in Review

Weld Capital Management sold out of BOK Financial (BOKF) in Q4 2019, closing a stake of 19,936 shares — an estimated $1.58M sold.

Weld Capital Management first reported a position in BOKF in Q3 2019 and held it in 1 quarter. The position peaked at $1.58M in Q3 2019. 190 funds tracked by Wall St. Rank hold BOKF as of Q4 2019.

  • Weld Capital Management reported no remaining BOK Financial position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 19,936 BOK Financial shares in Q4 2019, an estimated $1.58M.
  • Weld Capital Management first reported a position in BOK Financial in Q3 2019 and held it in 1 quarter.
  • Weld Capital Management's BOK Financial position peaked at $1.58M in Q3 2019.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.